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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
551
Rampart Investment Management
Connecticut
$296K -$283K -4,669 -48%
CIM
552
Contravisory Investment Management
Massachusetts
$286K +$293K +4,821 New
DAM
553
Deltec Asset Management
New York
$283K
HCM
554
Hollencrest Capital Management
California
$275K +$281K +4,630 New
Rafferty Asset Management
555
Rafferty Asset Management
New York
$267K -$405K -6,681 -60%
PFA
556
Pathway Financial Advisors
Vermont
$262K
OIA
557
OneDigital Investment Advisors
Kansas
$257K -$12.8K -211 -5%
Brown Advisory
558
Brown Advisory
Maryland
$255K -$71.8K -1,184 -22%
FA
559
FDx Advisors
Illinois
$254K -$58K -956 -18%
MIA
560
MainStreet Investment Advisors
Illinois
$253K +$258K +4,251 New
MFG
561
Magnus Financial Group
New York
$253K +$258K +4,259 New
CT
562
Coastline Trust
Rhode Island
$248K +$253K +4,170 New
ACM
563
Aubrey Capital Management
United Kingdom
$239K +$245K +4,030 New
AF
564
Allworth Financial
California
$236K +$12.1K +200 +5%
LSV Asset Management
565
LSV Asset Management
Illinois
$236K +$241K +3,974 New
LOAME
566
Lombard Odier Asset Management (Europe)
United Kingdom
$234K
SCM
567
Shelton Capital Management
Colorado
$233K +$238K +3,919 New
MTC
568
McDaniel Terry & Co
Texas
$232K +$12.9K +212 +6%
PA
569
Procyon Advisors
Connecticut
$232K +$36.5K +601 +18%
Federated Hermes
570
Federated Hermes
Pennsylvania
$231K +$101K +1,659 +75%
PAS
571
Park Avenue Securities
New York
$230K +$235K +3,868 New
BAM
572
Belpointe Asset Management
Nevada
$227K -$52.7K -869 -19%
VC
573
Vicus Capital
Pennsylvania
$227K +$22.3K +367 +11%
SBH
574
Segall Bryant & Hamill
Illinois
$222K +$1.88K +31 +0.8%
CSA
575
Cottage Street Advisors
Massachusetts
$221K +$228K +3,751 New